Good news! Assure&go offers you more! You can now see most of your clients’ contract-related documents (former iA Excellence) issued after May 29 in the new My Business tab.
Under this new tab, you will find information on your in-force contracts and new sales.
- Accessible from ago.iaexcellence.com. Bookmark this link!
- Easy search by date or policy (certificate) number
- Examples of available documents: contract summaries, change confirmations, reminder and renewal notices, etc.
To stay informed on which documents have been deposited, please visit Assure&go regularly. This information will help you better respond to the needs of your clients!
Due to the COVID-19 pandemic, client documents processed between March 16 and May 29 could not be transmitted to you. They will be retroactively added to Assure&go over the next few weeks.
Important: Administrative staff will receive an email explaining how to create an account in Assure&go.